DB
ChFC
DB
ChFC

Deborah Becker

22 Years of Experience
Tarrytown, NY
Broker

Deborah Becker is a ChFC-designated registered investment advisor at Park Avenue Securities LLC, based in Tarrytown, NY, with 22 years of industry experience. Deborah is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 82,118 clients with $20B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1914 advisors
Number of Clients
82,118 clients
Average Client Portfolio
$238K average
Assets Under Management
$19.6B

Fee Structure

Minimum Investment:$5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.05%
$500K - $1000K2.00%
$1.0M - $2.0M1.95%
$2M+1.90%

Schedule reflects the maximum client fee for the Park Avenue Portfolio Select program. Other wrap fee and third-party programs have varying fee schedules with advisor fees ranging from 0.50% to 1.75% plus platform and manager fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

580 White Plains Rd, Suite 205, Tarrytown, NY, 10591

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Park Avenue Securities LLC
February 2019 - Present · 7 yrs 8 mos
Park Avenue Securities LLCBroker
February 2018 - Present · 8 yrs 8 mos
Previous Registrations
Nylife Securities LLCBroker
April 2017 - January 2018 · 9 mos
Mutual of America Life Insurance CompanyBroker
February 1994 - July 2003 · 9 yrs 5 mos
Integrity Life Insurance CompanyBroker
October 1990 - March 1996 · 5 yrs 5 mos
Gem Advisors, INC.Broker
October 1990 - January 1996 · 5 yrs 3 mos
State Registrations5 states
CAFLMANYVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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